Springtime Paper-Organizing Timesavers

Karen Caccavo Doing Paperwork, Financial Organizing, Organize my finances, Working with Seniors

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

Illustrates importance of the Owner's Manual for sharing important information with family members, executor and power of attorney

A Personal Owner’s Manual — When and Why

Karen Caccavo Doing Paperwork, Financial Organizing, Organize my finances, Working with Seniors

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

"Moose" refers to Robert Bly's description of himself

Our Memories are Not in Our Things — They are Inside of Us

Karen Caccavo decluttering, Financial Organizing, Life Lessons, Memorabilia, Possessions, Preserving Memories, Working with Seniors

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

Cash donation jar

It’s Not Too Late to CARE(S)

Karen Caccavo Charitable giving, Financial Organizing, Organize my finances, Tax Organizing

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

The magic words: "please" and "thank you."

A Simple Thank You

Karen Caccavo Financial Organizing, Life Lessons, Organize my finances, Working with Seniors

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

To illustrate the tools to make a list.

Six Things I Learned in 2020

Karen Caccavo Financial Organizing, Life Lessons, Paperwork Organizing, Working with Clients

There’s a lot we learned the hard way this past, difficult year. But just reviewing the tough stuff wouldn’t provide an uplifting start to 2021. As a financial organizer / daily money manager, part of what I do is bring hope and positivity. Inspired by a colleague who does this each year, I put together a list of some of the things I… [ for MORE, click on the Title ]

Hear Personal Money Manager™ on the Taxgirl® Podcast

Karen Caccavo Life Lessons, Living Independently, Paperwork Organizing

As 2020 draws to a close (do I hear a cheer?), here’s something for those who, when it comes to paperwork organizing, would rather listen than read. I had the pleasure of appearing as a guest on the Taxgirl® podcast here.  (Shout out to a colleague and loyal newsletter reader who recommended me to Kelly Phillips Erb, aka Taxgirl® .) …

full faith & confidence

Full Faith & Confidence

Karen Caccavo Life Lessons, Living Independently

I lost my mom in 2013, though the Alzheimer’s that gradually took her away makes it seem like several years before that. Remembering Mom Spending time with my grown daughters recently, I asked them if they had any “lessons learned” from their grandmother, my Mom. Stories emerged, from her amazing matzoh ball soup to her zany ways of seeing things …

To illustrate a reporter's "scoop"

Here’s the Scoop: Becoming a Financial Organizer

Karen Caccavo Daily Money Managers, Financial Organizing, Paperwork Organizing, Working with Clients

From reporter to financial organizer I learned two important lessons from an earlier career as a writer and reporter.  First, shut up and listen!  If I didn’t have the “who, what, when, where, and why” plus a few good quotes by interview’s end, I was sunk. No story, no scoop. Second lesson:  Always be curious and eager to learn. Two …

6 Signs That You're a Daily Money Manager

6 Signs That You’re a Daily Money Manager

Karen Caccavo Daily Money Managers, Paperwork Organizing

I’m Karen R. Caccavo, and I’m a Daily Money Manager (also called a financial organizer).  I woke up recently with an earworm that I couldn’t shake.  What was the tune stuck in my head?  Aha!  It was the music on hold for E*Trade!  After all, the day before, it was my soundtrack for 45 minutes while waiting for a live …